Intuit Field Service Management for QuickBooks

29 10, 2012

Prepare for internet outages at your business.

By fsmsales| 2017-08-11T16:14:00-07:00 October 29th, 2012|Getting Started, User Tips|1 Comment

In light of Hurricane Sandy and potential internet outages on the East Coast, we’ve put together a short list of things you can do to prepare for an internet outage at your business.

Log into IFSM from any PC browser as the Admin, Manager, Dispatcher, or Technician and click the “Printer Friendly” button on the Work Orders screen for your Pending, or Unassigned, or Unscheduled work orders. This provides you with a starting point of “what is already on your calendar” before any interruption in internet service.
Our Support FAQs also contain a list of items related to emergency preparedness.

18 09, 2012

Advanced Inventory integration – v2013

By fsmsales| 2017-08-11T16:14:00-07:00 September 18th, 2012|Getting Started|0 Comments

The Advanced Inventory module in QBES v2013 allows you to set up inventory bins within each of your multiple inventory locations in QBES. That is to say, you can have Warehouse 1, with Bin A and Bin B; Warehouse 2 with Bin A, Bin B. We suggest Intuit customers use the AI Module to transfer and restock inventory from the Warehouse (and bins) to the appropriate technician. When the technicians add Inventory items to their IFSM invoice, the inventory will be deducted from the technician’s inventory location in QBES during the sync process. IFSM does not support deducting inventory directly from the “bins” themselves, though.

You can visit our Intuit Field Service Management Vimeo Channel to see integration of Advanced Inventory with IFSM.

25 05, 2012

“One at a time dispatch” technique

By fsmsales| 2021-09-28T13:16:59-07:00 May 25th, 2012|Getting Started, Mobile|0 Comments

How to hide Work Orders

Most Intuit Field Service Management subscribers wish to take advantage of the real-time dispatch and the Appointment list on our mobile app running on the service technician’s smart phone or tablet. However, some service companies want their techs to only know about the current work order, and the techs should not see any future appointments. This document explains the technique the Office users will follow (service manager, dispatcher) for “one at a time dispatch”. One At A Time Dispatch

15 05, 2012

Text Alerts on mobile devices

By fsmsales| 2017-08-11T16:14:00-07:00 May 15th, 2012|Mobile|0 Comments

When your field technician logs into the Intuit Field Service Management mobile app installed on their smart phone or tablet, the techs keep updated by clicking on “Appointments” and “Waiting for Pickup”. You can also generate a standard Text Message alert to the mobile device (outside of our app).

Here’s how to do this:

Manager/Dispatcher: login to IFSM via browser. Click on the People tab.
Manager/Dispatcher: Keep the existing email address for each technician, and update the Alternate email address field with the cell phone number, following the carrier-specific formats below.
Manager/Dispatcher: Go to Settings / Work Orders / Alert Settings and choose Plain Text.

Carrier-specific email-to-text-alerts formats (as of May 2012; check with your carrier).

Update the Alternate email field with the 10-digit number for your technician’s mobile device:
AT&T:      1234567890@txt.att.net
Nextel:    1234567890@messaging.nextel.com
Sprint:    1234567890@messaging.sprintpcs.com
T-Mobile: 1234567890@tmomail.net
Verizon:   1234567890@vtext.com

Please contact your cell phone / mobile device carrier directly to confirm the latest email-to-text-alerts formats or if your techs have any issues receiving the alerts.

21 02, 2012

Need directions? It’s in the App.

By corrigoserviceprovider| 2017-08-11T16:14:00-07:00 February 21st, 2012|Android, Mobile|0 Comments

It is live on Android today. This is a simple little add-on for your mobile techs.

When you are looking at a work order, simply click the click the menu and tap Get Route.

Get Route Option on Work Order Details

Since maps and navigation are built in on Android phones, it will pop up ask you how you’d like your directions.

How would you like your directions?

Choose one and you are off and running.

We have a little demo up on our Vimeo channel so that you can see what this looks like.

Let us know what you think, we’re interested in your feedback.

News & Blog: Field Service Management for QuickBooks

Prepare for internet outages at your business.

Advanced Inventory integration – v2013

“One at a time dispatch” technique

How to hide Work Orders

Text Alerts on mobile devices

Need directions? It’s in the App.